Quincy Cass Associates, Incorporated

Broker-DealerFINRA MemberEst. 1936
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
686
Registered since
January 1, 1936

Firm profile

FINTRX

Overview

Quincy Cass Associates, Incorporated is organized as a corporation and is registered with the SEC (registration date listed as 1936). The firm is owned by an individual and is classified in the data as "Unclassified." The profile indicates the firm is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not listed as a related adviser. Specifics about fee schedules, client segments, business lines, and advisory activities were not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Mark Minichiello

    Mark Minichiello

    Chief Executive OfficerCRD 1863304

  • Daniel Guay

    Daniel Guay

    Chief Financial OfficerCRD 4015808

  • Deanna Adams

    Deanna Adams

    Chief Investment OfficerCRD 7475707

Contacts

3 of 5
  • Jens Spitta

    Jens Spitta

    Senior Wealth AdvisorCRD 432314

  • Guadalupe Benitez Chavez

    ShareholderCRD 4524777

  • Rebecca Terrazas

    Executive Vice PresidentCRD 4745911

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth